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HSBC Conservative Hybrid Fund vs Axis Regular Saver Fund compare

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tortoise-icon HSBC Conservative Hybrid Fund - Regular Growth

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tortoise-icon Axis Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Fund HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹151 Cr ₹273 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 Feb 2004 16 Jul 2010
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index NIFTY 50 Hybrid Composite Debt 15:85
Turn Over 27% 64.15%
Expense Ratio 2.17 2.2
Manager Mahesh A Chhabria Devang Shah
ISIN Code INF336L01099 INF846K01693
Exits Load Data not available./365 Axis Conservative Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Month -1.33% 0.85%
6 Month -0.7% 1.92%
1 Year 2.09% 5.75%
3 Year 9.26% 7.3%
5 Year 7.81% 7.01%

SIP Return Analysis

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
6 Month -0.77% 1.77%
1 Year 3.16% 7.12%
3 Year 8.19% 7.57%
5 Year 8.13% 6.96%

Rolling Lumpsum Returns

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
1 Year 9.11% 7.33%
3 Year 8.49% 7.32%
5 Year 8.84% 7.84%

Risk Management

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 4.64% 3.83%
Sharp 0.76% 0.42%
Beta 1.28% 0.53%
Alpha 0.39% -1.09%

Fund Managers

Scheme Name HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option
Name Mahesh A Chhabria Devang Shah
Total AUM ₹15021 Cr ₹60014 Cr
Funds Managed 9 15
HSBC Conservative Hybrid Fund - Regular Growth Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 80.66 79.81
Large Cap 8.55 18.82
Mid Cap 6.71 0.96
Small Cap 4.09 0.45

Sector Allocation

Scheme Name

HSBC Conservative Hybrid Fund - Regular Growth

Axis Conservative Hybrid Fund - Regular Plan - Growth Option

Others 80.13 79.81
Industrials 9.05 -
Technology 2.03 -
Financial Services 1.41 -
Consumer Cyclical 5.87 -
Utilities 0.53 -
Healthcare 0.02 -
Real Estate 0.98 -
Petroleum Products - 2.09
IT - Software - 2.12
Construction - 1.12
Banks - 6.26
Diversified FMCG - 0.54
Pharmaceuticals & Biotechnology - 1.5
Auto Components - 0.33
Automobiles - 0.58
Finance - 1.85
Food Products - 0.31
Fertilizers & Agrochemicals - 0.9
Consumer Durables - 0.34
Telecom - Services - 0.86
Insurance - 0.67
Power - 0.76

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